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Brad Gerstner

Founder and CEO of Altimeter Capital, a technology-focused investment firm. He is known for his views on markets, innovation, and long-term investing in Silicon Valley.

Top 5 podcasts with Brad Gerstner

Ranked by the Snipd community
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3,077 snips
Nov 7, 2025 • 1h 27min

Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option

Brad Gerstner, an investor, dives into the complex world of AI economics, highlighting OpenAI's spending concerns and revenue projections. He discusses the ramifications of recent comments from Sam Altman and the unsettling notion of a federal bailout. The conversation extends to the geopolitical AI landscape, with insights on China's advancements. On the political front, Gerstner tackles the rise of socialism in America, exemplified by Zohran Mamdani's victory, and how the GOP can reclaim the middle class through tangible policy reforms.
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2,331 snips
Oct 10, 2025 • 1h 28min

Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally

Brad Gerstner, founder and CEO of an investment firm, joins the conversation to dive into a range of hot topics. He discusses Trump's recent Gaza peace deal, highlighting the diplomatic pressure that led to this breakthrough. The talk shifts to the deployment of the National Guard in Chicago and its implications. Brad then analyzes OpenAI's strategic deal with AMD and explores concerns around the AI market's stability. Finally, he shares insights on the recent gold rally, tying it to geopolitical factors and investor behavior.
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153 snips
May 27, 2025 • 3h 40min

Thiel Fellow Tuesday | Brad Gerstner, Delian Asparouhov + Raycho Raychev, AJ Piplica + Zach Shore

In this engaging discussion, guests Brad Gerstner, a venture capital expert, and Delian Asparouhov, a space innovation leader, delve into the future of advancing technology. They explore the revolutionary potential of hypersonic flight and the challenges of developing satellite manufacturing. Raycho Raychev shares insights on making space missions accessible, while Colton El-Habr discusses neurotechnology's role in physical rehabilitation. They candidly reflect on market trends, investment strategies, and the drive for innovative solutions in the tech landscape.
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120 snips
Dec 4, 2025 • 32min

401(k) From Birth? Inside the “Trump Accounts” With Brad Gerstner

Brad Gerstner, founder of Altimeter Capital and advocate for the 'Trump accounts' program, discusses efforts to create custodial investment accounts for children. He explains how the initiative aims to introduce kids to compounding assets and private ownership. Also featured is Patrick Moorhead, who analyzes Amazon's new Tranium 3 AI chip, detailing its position in the AI chip race. The conversation touches on the expected impact of the program on lower-income families and its potential to foster a new generation of investors.
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5 snips
May 14, 2025 • 49min

Huge, Transformative Victory: Invest America 401k Accounts for Every Newborn Child in America

Brad Gerstner, a Silicon Valley entrepreneur and head of Altimeter Capital, discusses the groundbreaking Invest America initiative. The proposal aims to create 401(k) accounts for every newborn in the U.S., starting with a $1,000 government seed. Gerstner highlights the potential for immense compound growth, fostering economic mobility and financial literacy from an early age. By encouraging early investment, the initiative aims to create stakeholders in the economy, backed by bipartisan support and philanthropic contributions, ensuring brighter futures for all children.

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